|
⚲
|
| Message |
|---|
| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| Better Way LLC
✚
| |
|---|---|
| CRD # | 300305 |
| SEC # | 801-127907 |
| CIK # | |
| AUM | $101.5 M (2025-03-31) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 617-388-0139 |
| Address | 10275 Collins Avenue 702 Bal Harbour, FL 33154 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | BW Access de LP- Series 9 | [2025-03-31] | 0.7 | 1.6 |
| PE | BW Access Cayman LP - Series 6 | [2024-03-22] | 2.5 | 2.4 |
| PE | BW Access Cayman LP - Series 7 | 2024-03-22 | 4.0 | |
| PE | BW Access Cayman LP - Series 8 | [2024-03-22] | 1.9 | 4.5 |
| PE | BW Access de LP- Series 7 | [2024-03-22] | 0.7 | 0.8 |
| PE | BW Access Cayman LP - Series 1 | [2023-03-31] | 2.6 | 8.3 |
| PE | BW Access Cayman LP - Series 2 | [2023-03-31] | 2.6 | 2.6 |
| PE | BW Access Cayman LP - Series 3 | 2023-03-31 | 0.6 | |
| PE | BW Access Cayman LP - Series 4 | [2023-03-31] | 12.0 | 5.8 |
| PE | BW Access Cayman LP - Series 5 | [2023-03-31] | 2.9 | 2.9 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 71.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 29.8 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 101.5 |
| By Discretionary | ||
| Discretionary | 2 | 71.8 |
| Non-Discretionary | 1 | 29.8 |
| Total | 3 | 101.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 62.8 | |
| United States Persons | 38.7 | |
| Total | 3 | 101.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Alex Gregory | 14 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LUMA Capital LLC
✚
|
FL | 0.1 |
|
Seamans Capital Management LLC
✚
|
MA | 0.1 |
|
Warren Capital Management Inc
✚
|
SC | 0.1 |
|
McKinley Alaska Private Investment LLC
✚
|
AK | 0.1 |
|
Structural Solutions LLC
✚
|
NC | 0.1 |
|
Wingspan Capital LLC
✚
|
NY | 0.1 |
|
Oak Street Investment Advisors LLC
✚
|
CO | 0.1 |
|
Known Wealth LLC
✚
|
NY | 0.1 |
|
Mack & Co Partners LP
✚
|
TX | 0.1 |
|
TSG Alpha Partners LLC
✚
|
NJ | 0.1 |